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All lobbying filings

WILLIAMS AND JENSEN, PLLC

Lobbying for THE VANGUARD GROUP, INC. · Mutual Funds

 Filing 2nd Quarter - Report
Reporting period
2nd Quarter 2025
Apr 1 - June 30 · Posted Jul 18, 2025
Income
$60,000.00
What the client paid this registrant for the period.
Client based in
Pennsylvania

Official filing document

 Lobbyists on this filing 3
  • CHRISTOPHER E. WILCOX
    Previously held: LA, Leg Counsel, LD & Counsel, Rep. Arcuri; LD & Counsel, Rep. Demings
  • MAHLET MAKONNEN
    Previously held: Department of Veterans Affairs, Attorney Advisor
  • JOSHUA DAVID FENDRICK
    Previously held: Staff Assistant, Legislative Correspondent, and Legislative Aide, Sen. Gary C. Peters; Economic Policy Adviser, Rep. Josh Gottheimer; Economic Policy Adviser, Sen. Gary C. Peters

A "covered position" is a government job the lobbyist held in the 20 years before registering, which the law requires them to name. See the revolving door for former members of Congress across all filings.

 Government bodies contacted 2
  • HOUSE OF REPRESENTATIVES
  • SENATE

The chambers, agencies and offices the filer named. It does not say who inside them was contacted, or when.

 Bills named in this filing 4
  • HR 1033
    COLUMBIA Act of 2025
  • S 424
    Retirement Fairness for Charities and Educational Institutions Act of 2025
  • HR 2441
    Improving Disclosure for Investors Act of 2025
  • HR 1
    An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
 Lobbying activity 3
Financial Institutions/Investments/Securities

Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues; outbound investment legislation. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; Issues related to index funds; issues related to access to investment opportunities; issues related to products and markets.

Taxation/Internal Revenue Code

General tax issues related to mutual funds. Taxation of long term investments. Taxation of RICs and ETFs; H.R. 1, One Big Beautiful Bill Act, potential negative impacts on markets and customers of proposed withholding tax on dividend payments.

Retirement

Retirement and savings issues, generally.

Source: federal Lobbying Disclosure Act filing, reproduced as filed. Bills are parsed from the activity descriptions.

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